We’re here to help you fund your future.

Our Values

Why have customers chosen Larson & Larson in the past?

We’re honest. As an independent firm without proprietary products, our clients can trust that we’re giving them straight advice with zero sales bias. When our clients benefit, we benefit. We’ve had countless clients sit down with us, dead-set on staying with their current financial advisor—until they find out how much more benefit and knowledge comes from working with us instead.

How does your process set you apart from other financial advisors?

We commit to finding the best plan and cost structure for your unique situation. Always. We are focused on maximizing your returns—our benefit comes strictly from the financial benefits of our clients. For that reason, it’s vital that our clients understand what their money can do for them. Our process is more education-focused than you’ll find with many other financial advisors, and clients walk away feeling better, smarter, and with increased confidence in their finances because of it.

Is anything unique about your approach to investing?

Since we have no proprietary products, we seek out and use a wide variety of services and products from many companies, including securities through our broker-dealer, SagePoint Financial, Inc. This gives our clients the best of all worlds, with best-in-class services hand-picked from providers and compiled into a unique plan built specifically for them, and with them. It gives our clients unbiased insight into what aspects of each service work best for them. Unlike other firms, our independence gives our clients a clearer, more customized path to financial independence.

How does your company culture affect your clients?

Financial advising runs in our family, and it’s something that comes naturally for us. For most people, that’s not the case. When we first meet with our clients, financial planning is this vast unknown. It’s a confusing, daunting idea, but they know it is necessary for their financial security.That’s why we place the highest importance of all on educating our clients.

We know that financial planning doesn’t come easily for most people, and that’s normal. We take the time to educate and delight in the moment when a new client understands, for the first time in their life, where their money is going and what it’s doing for them.

We bridge an important gap, helping our clients pave a path between financial fear and freedom. Our company culture is one of enlightenment and understanding. We’re never too busy to miss an opportunity to teach a client something new. The best part of taking an educational approach to finance is finding out what enlightened ideas clients can come up with if they’re given the right tools and a little bit of guidance.

Larson & Larson Investing Inc.

SANDRA LARSON

Mutual Funds

Investments

Series 7

Wealth Management

IRAs

Sandra has a diverse professional background. Her first-hand experience with small business management began with opening and managing a family restaurant. She was so successful that she grew into regional management, and finally the financial industry. She took her intimate experience as a small business owner and regional manager to the investing industry, helping individuals and small businesses achieve their financial goals.

Sandra has a passion for leading small business owners into their retirement years, taking a whole-picture approach in considering both her client and their legacy. She is committed to educating her clients and making the transition into retirement seamless and stress-free. Her love for connecting with others shines through in her local involvement and philanthropic spirit; Sandra consistently gives back to her community. Sandra’s involvement includes:

In her spare time, Sandra enjoys traveling, reading, non-motorized watercraft and home improvement projects! Her most recent endeavor is Ruby’s Pantry, helping families re-allocate food dollars to meet other monthly needs.

Larson & Larson Investing Inc.

STEVEN LARSON

Retirement Planning

Wealth Management

Financial Planning

Series 7

Mutual Funds

Steven Larson attended the University of Minnesota and graduated with a Bachelor of Science in Accounting. After passing the CPA exam he practiced in public accounting doing audit and tax work. This background and experience prepared him well for starting a career as a Financial Advisor, which he began in 1993.

With over 20 years of experience guiding people into and through the retirement stage of their lives he has specialized in retirement income planning. Steven believes that all roads lead to income and will work hard to help maximize tax-efficient income for his clients. He has also developed an expertise in estate planning- working together with his client’s accountants and attorneys.

Steven will work hard as your advocate with the goal to fulfill your investment objectives through his financial knowledge, customer service, and advice.

Steven keeps involved in local communities through various groups. He is currently involved in the following groups/organizations:

In his spare time, Steven enjoys fishing, hiking, hunting, travel, music, and history. He also sings tenor in the Edina Chorale and is a member of the YMCA Board of Directors. He and his wife Sandra have five adult children and one grandchild.

Larson & Larson Investing Inc.

CASEY LARSON

Small Business Financial Planning

Investments

Wealth Management

Retirement Planning

Mutual Funds

Casey started his work guiding others toward excellence as a high school swimming coach, athletic trainer and running a successful small business. Casey realized he could connect with and help others in a more impactful way through financial advisement and, in 2007, started his own financial advising practice. Casey has learned a lot since then, becoming an expert strategist for clients, identifying their goals, needs, and the most risk-averse way to get there. He is committed to protecting and supporting small business owners—that they deserve to get back everything they’ve put into a business and then some, regardless of market conditions. It is Casey’s guiding mantra.

Director Consultant for Business Networking International – Mn and Northern Wisconsin Region

Current Board member of the Savage Rotary Club

In his free time, Casey enjoys fostering dogs from local rescues with his wife Kate, making wine, traveling and meeting people from different cultures, and discussing philosophy and different perspectives from around the globe. Casey is currently training to be a triathlete with a goal of competing in a 2019 Ironman.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Join Our Team

We’re a small financial firm dedicated to the education and care of our clients. We are fiduciaries and stewards of our clients’ money. The complete focus is to maximize returns by providing the most cost-effective investment plan based on client needs.

Every account is more than a dollar amount or collection of investments. It is the embodiment of a client’s hopes, dreams and, quite literally, their future. A future that we take pride in helping each person realize.

If you’d like to change lives with honest, candid work, we’d love to have you on our team. Send your resume with a note to casey@larsoninvesting.com

Events

We know that financial planning doesn’t come easily for most people, and that’s normal. We take the time to educate and delight in the moment when a new client understands, for the first time in their life, where their money is going and what it’s doing for them.

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